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AFT Forsyth & Company’s New Oriental EDU Stock Holding History

AFT Forsyth & Company’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,825
Closed -$360K – 141
2017
Q4 		$360K Buy
+3,825
New +$339K 0.35% 99

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GAM
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DSA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

AFT Forsyth & Company's EDU Position: Q1 2018 in Review

AFT Forsyth & Company sold out of New Oriental (EDU) in Q1 2018, closing a stake of 3,825 shares — an estimated $360K sold.

AFT Forsyth & Company first reported a position in EDU in Q4 2017 and held it in 1 quarter. The position peaked at $360K in Q4 2017. 303 funds tracked by Wall St. Rank hold EDU as of Q1 2018.

  • AFT Forsyth & Company reported no remaining New Oriental position as of Q1 2018 after selling out during the quarter.
  • AFT Forsyth & Company sold 3,825 New Oriental shares in Q1 2018, an estimated $360K.
  • AFT Forsyth & Company first reported a position in New Oriental in Q4 2017 and held it in 1 quarter.
  • AFT Forsyth & Company's New Oriental position peaked at $360K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held New Oriental as of Q1 2018.

Based on AFT Forsyth & Company's 13F filing for Q1 2018, filed 14 May 2018.